2024 Recap

As we approach the beginning of a new year, it’s customary to reflect and give thanks for many things in our lives, and for all that we’ve achieved in the past year, both personally and professionally. Below are some of WFA’s highlights. WFA continues to expand our...

What is a Donor-Advised Fund and How Does It Work?

A donor-advised fund (DAF) is a philanthropic vehicle that allows individuals, families, or organizations to make charitable donations while retaining certain controls over how those funds are distributed. It offers a flexible and efficient way to manage charitable...

Tax Diversification in Investing

Tax diversification in investing involves spreading your investments across different types of accounts, assets, and securities to optimize tax efficiency. Here’s a breakdown of key strategies and concepts: Account Types: Taxable Accounts: Investments in regular...